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WORK AND ASSET MANAGEMENT, V2.1.1

5.8.1.6 Report and Manage Equipment Usage and Other Direct Charges (ODC)

Creation Date: December 06, 2015Last Updated: November 27, 2016

5.8.1.6 WAM v2.1 Report and Manage Equipment Usage and Other Direct Charges (ODC)

Copyright © 2016, Oracle. All rights reserved.

This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.




Contents

BRIEF DESCRIPTION.................................................................................................................................................................................................................................... 4BUSINESS PROCESS MODEL PAGE 1............................................................................................................................................................................................................. 5BUSINESS PROCESS MODEL PAGE 2............................................................................................................................................................................................................. 6DETAIL BUSINESS PROCESS MODEL DESCRIPTION............................................................................................................................................................................................. 7TEST DOCUMENTATION RELATED TO THE CURRENT PROCESS............................................................................................................................................................................17DOCUMENT CONTROL............................................................................................................................................................................................................................... 18ATTACHMENTS......................................................................................................................................................................................................................................... 19

W1-ODC........................................................................................................................................................................................................................................... 19W1-ODCOther.................................................................................................................................................................................................................................. 19W1-ODCEquipment.......................................................................................................................................................................................................................... 19ODC Equipment Details Sample....................................................................................................................................................................................................... 19




Brief DescriptionBusiness Process: 5.8.1.6 WAM.v2.1.Report and Manage Equipment Usage and Other Direct Charges (ODC) Process Type: Sub-Process Parent Process: 5.8.1 WAM.v2.1.Manage Work and Work Orders Sibling Processes: 5.8.1.3 WAM.v2.1.Manage Approvals, 5.8.1.2 WAM.v2.1.Manage Work Orders

This process gets initiated when WAM Authorized User reports equipment usage or reports miscellaneous direct charges incurred during course of work. The charges incurred are entered or updated in the WAM system. The information is reviewed and approved before creating any financial transactions the system.




Business Process Model Page 1




Business Process Model Page 2




Detail Business Process Model Description

1.0 Review Other Direct Charges

Actor/Role: WAM Authorized UserDescription: Authorized user reviews the request made to consider other direct charges or charges incurred for equipment usage during work

1.1 Populate Required Data

Actor/Role: WAM Authorized UserDescription: Authorized user populates required data to create new Other Direct Charges in WAM application

Business Object (Y/N) Business Object

1.2 Add ODC in Created Status

Actor/Role: WAMDescription: WAM creates new ODC in ‘Created’ state for the information entered by authorized user.

Process Plug-in enabled (Y/N) Available Algorithm(s):


1.3 Add Equipment Line Item(s) and Populate Required Data

Actor/Role: WAM Authorized UserDescription: Authorized user adds equipment line item and populates required data.


1.4 Validate Data, Add Equipment Line Item(s) in Created Status, Display Summary7

5.8.1.6 WAM v2.1 Report and Manage Equipment Usage and Other Direct Charges (ODC) Copyright © 2016, Oracle. All rights reserved.

W1-ODC

W1-ODCINFO (Other Direct Charges Information)

W1-ODC

W1-ODC


Actor/Role: WAMDescription: WAM validates data and adds ODC line item in Created state.



1.5 Add Misc Line Item(s) and Populate Required Data

Actor/Role: WAM Authorized UserDescription: Authorized user adds miscellaneous line item and populates required data.


1.6 Validate Data, Add Misc Line Item(s) in Created Status, Display Summary

Actor/Role: WAMDescription: WAM validates data and adds miscellaneous line item in Created state.





W1-ODCDTLINF (Other Direct Charges Detail Information)W1-ODCVALDTL (Validate ODC Detail Equipment)W1-VALPRJINF (Validate Project Information)W1-ODCPOPDTL (Populate Additional ODC Detail)W1-ODCCOSDTL (Validate ODC Detail Cost Center and Expense Code)

W1-ODCW1-ODCEquipment

W1-ODCOther

W1-ODCDTLINF (Other Direct Charges Detail Information)W1-ODCVALDTO (Validate ODC Detail Other)W1-VALPRJINF (Validate Project Information)W1-ODCPOPDTL (Populate Additional ODC Detail)W1-ODCCOSDTL (Validate ODC Detail Cost Center and Expense Code)

W1-ODCW1-ODCOther


1.7 Submit for Approval

Actor/Role: WAM Authorized UserDescription: Authorized user submits the ODC request for approval.


1.8 Update ODC to “Pending” Approval

Actor/Role: WAMDescription: System updates ODC to ‘Pending Approval’ state.



1.9 Manage Approval 5.8. 1.3 WAM.v2.1.Manage Approvals

Actor/Role: WAMDescription: Approval of ODC is performed in WAM system. Please refer to process 5.8. 1.3 WAM.v2.1.Manage Approvals for further details.


2.0 Update ODC Status to “Rejected”

Actor/Role: WAM 9


W1-ODCW1-ODCOtherW1-ODCEquipment

W1-ODCAPRREQ (Monitor ODC Approval Request)W1-ODCRESAPP (Reset ODC Approval Profile)W1-VALODCAPR (Validate ODC Detail for Approval)W1-ODCCRAPRQ (Create ODC Approval Request)


W1-ODC


Description: ODC is updated to Rejected status


2.1 Review Rejected ODC and Details

Actor/Role: WAM Authorized UserDescription: Authorized user reviews rejected ODC and its details. During this, the User can either reopen and resubmit the request for approval or cancel the request.


2.2 Request Cancel ODC

Actor/Role: WAM Authorized UserDescription: Authorized user makes a request to cancel ODC


2.3 Update ODC Status to “Canceled”

Actor/Role: WAMDescription: WAM updates ODC status to ‘Canceled’ state



2.4 Update ODC Detail(s) Status to “Canceled”



W1-ODC

W1-ODC

W1-ODC

W1-ODCCANRQ (Cancel ODC Approval Request)W1-ODCCANDTL (Cancel ODC Details)

W1-ODC


Actor/Role: WAMDescription: WAM updates ODC details to ‘Canceled’ state. It reverses the financial transaction if exists.



2.5 Request Reopen ODC

Actor/Role: WAM Authorized UserDescription: Authorized user makes a request to reopen the ODC.


2.6 Update ODC to Created Status

Actor/Role: WAM Description: WAM updates ODC to ‘Created’ state.



2.8 Update Line Item(s)

Actor/Role: WAM Authorized UserDescription: Authorized user updates line item(s)




W1-ODRVFTDTL (Reverse ODC financial transaction)

W1-ODCOtherW1-ODCEquipment

W1-ODC

W1-ODCCANRQ (Cancel ODC Approval Request)

W1-ODC



2.9 Update ODC Details

Actor/Role: WAM Description: WAM updates ODC details in system.


3.0 Search for ODC

Actor/Role: WAM Authorized UserDescription: Authorized user makes a search for ODC in system.

3.1 Update ODC to “Approved”

Actor/Role: WAM Description: WAM updates ODC to ‘Approved’ status.



3.2 Review Approved ODC Details

Actor/Role: WAM Authorized UserDescription: Authorized user reviews details of ODC that are approved.


3.3 Request Withdraw Approval



W1-ODC

W1-ODCAPRREQ (Monitor ODC Approval Request)W1-ODCRESAPP (Reset ODC Approval Profile)

W1-ODC

W1-ODC


Actor/Role: WAM Authorized UserDescription: Authorized user makes a request to withdraw approval.



Actor/Role: WAMDescription: WAM updates ODC to ‘Created’ state.



3.5 Update Line Item(s)

Actor/Role: WAM Authorized UserDescription: Authorized user updates line item(s)


3.6 Update ODC Details

Actor/Role: WAM Description: WAM updates ODC details in system.


3.7 Identify and Validate Approved ODC Details

Actor/Role: WAM13


W1-ODC


W1-ODC


W1-ODC


Description: WAM identifies approved ODC and validates them for further processing.



Customizable process (Y/N) Process Name

3.8 Create Financial Transaction(s)

Actor/Role: WAMDescription: WAM creates financial transactions for the ODC(s).



3.9 Update ODC Details(s) Status to “Posted”

Actor/Role: WAM Description: WAM updates ODC Detail(s) to ‘Posted’ state.



4.0 Update ODC Status to “Posted”

Actor/Role: WAM Description: WAM updates ODC to ‘Posted’ state.



F1-AT-RQJ (Transition to Default Next Status (Java))

W1-ODC

ODC MO Periodic Monitor Process

W1-ODCRFTDTL (Create ODC financial transaction)


W1-ODCRFTDTL (Create ODC financial transaction)





4.1 Review Posted ODC Details

Actor/Role: WAM Authorized UserDescription: Authorized user reviews ODC that are in ‘posted’ state.

4.2 Request Reopen ODC

Actor/Role: WAM Authorized UserDescription: Authorized user makes a request to reopen the ODC.



Actor/Role: WAM Description: WAM updates ODC to ‘Created’ state.





W1-ODCMOVEDT (Transition ODC and ODC Detail to Posted)

W1-ODC

W1-ODC


W1-ODC


Test Documentation related to the Current Process

ID Document Name Test Type




Document ControlChange Record

1

Date Author Version Change Reference

10/9/15 Barry DeMartini,Galina Polonsky

1.0 Initial Version

06/07/2016

Huan Vu 1.0 Reviewed

07/07/2016

Srinivas Kanteti 1.1 Applied Template, Formatting, minor changes after review

09/10/2016

Galina Polonsky 1.1 Reviewed, Approved




Attachments

W1-ODC

W1-ODCOther

W1-ODCEquipment

ODC Equipment Details Sample



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